Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Client First Investment Management LLC
  City: West Bend
  State: WI
  Zip: 53095
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $125,950,000
  Total Value Change : $22,966,000
  Securities Held Change : -1
   
All Securities Held : 22
  New Positions : 10
  Closed Positions : 11
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 33 Closed $50.48 $0 0 0% -1,257,000 -25,014 0    N/A
   (UXI)1 Year Chart         UXI Ultra Industrials ProShares 26 Closed $33.88 $0 0 0% -2,587,000 -89,861 0    Closed - End Fund - Debt
   (INTC)1 Year Chart         INTC Intel Corp 32 Closed $31.83 $0 0 0% -201,000 -4,000 0    Semiconductor- Broad...
   (UYG)1 Year Chart         UYG Ultra Financials ProShares 25 Closed $68.54 $0 0 0% -2,382,000 -43,150 0    Closed - End Fund - E...
   (ARGT)1 Year Chart         ARGT Global X Ftse Argentina 20 31 Closed $64.00 $0 0 0% -1,548,000 -30,155 0    N/A
   (FNGO)1 Year Chart         FNGO Bank Of Montreal Microsecto... 24 Closed $0.00 $0 0 0% -1,292,000 -28,051 0    N/A
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ 30 Closed $89.44 $0 0 0% -2,565,000 -33,750 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 23 Closed $4.60 $0 0 0% -1,575,000 -37,033 0    Closed - End Fund - Debt
   (ROM)1 Year Chart         ROM Ultra Technology ProShares 29 Closed $61.80 $0 0 0% -4,334,000 -81,655 0    Closed - End Fund - E...
   (SLX)1 Year Chart         SLX Vaneck Vectors Steel ETF 28 Closed $72.90 $0 0 0% -418,000 -5,668 0    Closed - End Fund - E...
   (URNM)1 Year Chart         URNM Sprott Uranium Miners Etf 27 Closed $57.66 $0 0 0% -1,080,000 -22,377 0    N/A

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results